LOURD CAPITAL Overview
Lourd Capital Management is a hedge fund that manages 3.3 BN dollars in regulatory AUM and has 20 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 06/31/18. The fund's latest filing disclosed 713MM in positions, representing 21% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/31/18. The fund's latest filing disclosed 713MM in positions, representing 21% of the manager's regulatory AUM.
LOURD CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LOURD CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 23.12% | Financials | 16.13% | 2.33% | 0 | 27% | ||
| BAC | 17.97% | Financials | 9.22% | 0.16% | 0 | 32% | ||
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FEATURED IN
LOURD CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| B. B. Lourd | Managing Member | June-2006 |
| Michael J. Lee | Chief Operating Officer, Chief Compliance Officer | March-2009 |
| Joseph H. Chrisman | Investment Advisor Representative | June-2010 |
| Palmer N. Murray | Managing Member | October-2012 |
| Gordon . Kao | Chief Compliance Officer | January-2009 |
LOURD CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LOURD CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Analysis Methods
When considering prospective investments and constructing client portfolios we perform both holdings and returns based analytics. Consistent with our investment philosophy described below, we look for mutual funds with low management fees, low turnover, a maximum number of holdings relative to comparable benchmark indexes, pure asset class exposure, and low cash percentages. We also consider securities overlap in the funds and their aggregate global market coverage.
Returns-based analysis includes comparisons to benchmark returns, correlations to benchmarks, tracking error, multi-factor regressions, rolling returns, and best/worst return behavior. We monitor the asset class vehicles relative to their benchmarks to make sure they have very low tracking error and high correlations.
Investment Philosophy and Strategies
We believe that investing in individual ...
Unlock Full Investment Process Description
Analysis Methods
When considering prospective investments and constructing client portfolios we perform both holdings and returns based analytics. Consistent with our investment philosophy described below, we look for mutual funds with low management fees, low turnover, a maximum number of holdings relative to comparable benchmark indexes, pure asset class exposure, and low cash percentages. We also consider securities overlap in the funds and their aggregate global market coverage.
Returns-based analysis includes comparisons to benchmark returns, correlations to benchmarks, tracking error, multi-factor regressions, rolling returns, and best/worst return behavior. We monitor the asset class vehicles relative to their benchmarks to make sure they have very low tracking error and high correlations.
Investment Philosophy and Strategies
We believe that investing in individual ...
Unlock Full Investment Process Description
LOURD CAPITAL Portfolio Concentration
LOURD CAPITAL Location
9777 WILSHIRE BLVD.
SUITE 1018
BEVERLY HILLS, California
UNITED STATES, 90212
SUITE 1018
BEVERLY HILLS, California
UNITED STATES, 90212
LOURD CAPITAL Contact Information
Phone Number: 800-780-9858
Fax Number: 310-388-1329
Website: http://www.lourdmurray.com
Fax Number: 310-388-1329
Website: http://www.lourdmurray.com
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